Account Managers

“Salesvue has really changed our mindset when it comes to Account Management. We were able to go from managing prospects, to managing an Account thanks to Salesvue. It has really changed the way we view prospects and accounts. The math of sales feature is also allowing us to change our daily routine and tailor our call peak call times based on when prospects are engaging. Great product, excited to continue learning and utilizing all of the features!” 

~ Christopher Farkas

Salesvue Solutions:

EMAIL FEATURES

✔ Communicate faster by sending messages in bulk

✔ Create templates for messages

✔ Send media-rich emails

✔ Get real time notification of clients clicking and opening emails

✔ Insert customer data automatically via mail merge

DIALER FEATURES

✔ Make calls directly from their dashboard with a click

✔ Use a power dialer

✔ Drop recorded voicemails with a click of a button

✔ Track calls

✔ Record calls

✔ Make calls to other cities or internationally come from a local number

WORKFLOW PLAN FEATURES

✔ Makes sure accounts are contacted when they are supposed to

✔ Click a button and auto update fields

✔ Schedule follow ups automatically and update data to other parties to who need to be informed on an account or contact

✔ Ensure all proper documentation is completed for onboarding

✔ Ensure all proper procedures and steps are followed with renewals of accounts

✔ Provides easy to follow sequence of events, so clients don’t fall through the cracks

  • Impressive Tool. Great Support.

    Salesvue has a created a really impressive tool for workflows within Salesforce. Their target market is for sales workflows, but we have been able to develop a customer engagement workflow using the same tool. This workflow allows us to regularly check in with customers, and hopefully improve customer satisfaction and engagement.

    Support is fantastic. Matt is always quick to reply to emails/calls, and always gets us quick resolutions.”

    Brant Caley
  • Improved Account Management Capabilities

    “Salesvue has really changed our mindset when it comes to Account Management. We were able to go from managing prospects, to managing an Account thanks to Salesvue. It has really changed the way we view prospects and accounts. The math of sales feature is also allowing us to change our daily routine and tailor our call peak call times based on when prospects are engaging. Great product, excited to continue learning and utilizing all of the features!”

    Christopher Farkas
  • Organizer's dream

    “Salesvue works well for the account I have, it allows me to remain organized in all task. I like that it automatically reminds me of upcoming task and takes the guess work out of scheduling. The system is user friendly for the most part, Nicole has been a great help to myself and my team.”

    Michaela Fleming

SEE HOW SALESVUE CAN HELP YOU MANAGE YOUR ACCOUNTS

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